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Microsoft Dynamics CRM (Archived)

Filtered Lookups not working CRM 2013 App

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Posted on by 967

Hi Guys

So I tested this for the first time today and I noticed that filtered lookups do not seem to work on the CRM 2013 app for ipad and Windows 8. I have a field (Lookup B) which is filtered based on field (Lookup A) and this works fine in a browser however on the app I notice that when selecting Lookup Field A, Lookup field B shows me all records and does not filter.  Is this a bug or am I just missing something obvious. 

I'll also log with MS.

Using CRM 2013 Online

Thanks
Sukh

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I have the same question (0)
  • Royal King Profile Picture
    27,686 on at

    You can access crm in tablet mode from web browser using folloing url format

    orgname.crm.dynamics.com/.../main.htm;server=orgname.crm.dynamics.com

    replace orgname with your org name. First time when it loads it take some time to load as it has to load all the meta data to the browser.

    You should be able to use developer tool in the browser to check whether javascript filter function gets fired or not to filter in table mode.

  • ThomasN Profile Picture
    3,190 on at

    Remember your mobile forms and tablet mode are separate forms and the script does not carry over. Chitrarasan gave a nice way to test if your mobile access form is setup correctly.

  • Sukh Gill Profile Picture
    967 on at

    Just an FYI for anyone who experiences he same problem.

    This was logged with Microsoft and they confirm that they get the same behaviour where filtered lookup does not work on the CRM app.  So seems it is a bug.

    Thanks

    Sukh

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